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Trusts + Estates Attorney/Partner

Full-time 18 views

Min 10 yrs required

Full-time

No

Trusts + Estates Attorney/Partner

Warner Norcross + Judd LLP is looking for an attorney with a portable book of business to join our Trusts + Estates Practice Group in one of our Southeast Michigan offices (Detroit, Macomb, Bloomfield Hills).

Responsibilities:

• Developing comprehensive estate plans tailored to clients' specific needs and goals
• Advising clients regarding the tax implications of estate planning and the ability to minimize tax liabilities for clients through strategies like gift and estate tax planning
• Handling the probate process, including court proceedings, asset valuation, debt settlement, and distribution of assets
• Managing and administering trusts, ensuring they operate in compliance with applicable laws and the trust agreement
• Identifying and pursuing business development opportunities with prospective clients

Qualifications:

• Strong foundation in estate planning, tax law, probate law, and trust law
• Experience helping high net worth families and individuals with their estate planning and management needs
• Estate and gift tax complex planning - CRUTS, SLATS, GRATS, FLPs, QPRTs, IDGTs, ILITs
• Experience in Succession planning , fiduciary accounting, will + trust contest, family settlement agreements, and tax preparation
• Excellent communication skills to explain complex legal concepts to clients in a clear and understandable manner
• Able to actively listen to clients’ concerns and goals and then provide legal advice that aligns with their wishes
• Strong analytical and problem-solving skills to assess complex financial and legal situations and devise appropriate solutions
• Precision in drafting legal documents to ensure they accurately reflect clients' intentions and comply with relevant laws
• Handles sensitive and confidential information with the utmost discretion and professionalism

Desired Qualifications:


• Licensed and in good standing to practice law in the state of Michigan
• 10+ years of experience in estate planning, trust and estate settlement, and related tax and corporate matters, preferably in a law firm setting

Salary and Benefits

Warner Norcross + Judd LLP offers a competitive salary and benefits package, commensurate with experience.

About Warner Norcross + Judd LLP

Warner Norcross + Judd LLP is a full-service corporate law firm with 220+ attorneys practicing in nine offices throughout Michigan: Bloomfield Hills, Detroit, Grand Rapids, Holland, Kalamazoo, Lansing, Macomb, Midland and Muskegon. We provide discerning and proactive legal advice to build a better partnership with our clients. To learn more, visit , follow us on Twitter @WNJLLP or connect on LinkedIn or Facebook.

Our Culture

At Warner Norcross + Judd LLP, our cultural motto is “Fun, Pride + that Order”. We believe that if you have fun at work, take pride in the accomplishments of you and your colleagues, that profit will naturally follow. We build A Better Partnership through:

• Teamwork – Warner’s lockstep compensation model encourages teamwork, and distinguishes us from our competitors. Partner and associate salaries are set based upon seniority, not total hours worked, encouraging client legal projects to be routed to the most knowledgeable person in the firm. Our team approach to compensation yields better legal representation for our clients and lays the foundation for a fun culture without internal financial competition. We have a team atmosphere where people like working together and supporting each other.
• Diversity – A diverse group of 30 firm members serve on Warner’s DEI Action Committee and contribute over 2000 collective hours annually to drive diversity, equity and inclusion through initiatives such as firm-wide town hall meetings, employee resource groups and hiring processes. Our DEIAC focuses on Warner’s “one firm” approach that embraces everyone in the firm. We celebrate differences with the same energy we honor our commonalities. When all firm members feel safe being their authentic selves and all barriers to opportunity are eliminated, it’s a better partnership for everyone.
• Balance – Our culture of balanced personal and professional lifestyle allows us to maintain a 94% attorney retention rate. Attorneys throughout Michigan, the region and beyond are choosing Warner as their forever home – and because of our dedicated focus on living balanced lives, our attorneys’ families are fully supporting these important decisions.
• Community – Warner’s time-honored community engagement initiatives include financial contributions to 150+ nonprofits, scholarships and paid time off for all firm members to engage in community initiatives that are meaningful to them.

How to Apply

We appreciate your interest in exploring career opportunities with Warner. To complete an application, click “Apply Now” and create a profile to continue.

EEO Statement

Warner Norcross + Judd LLP is committed to diversity, equity, and inclusion in our workplaces. We are committed to building a firm that reflects the diversity of the clients and communities we serve. We can foster inclusion and equity by moving beyond barriers and rejecting stereotypes based on gender, race, color, religion, national origin, age, disability, sexual orientation, gender identity, and veteran status. The result is a high performing team of professionals providing excellent service to our clients.

Warner Norcross + Judd LLP is looking for an experienced Trusts + Estates Attorney/Partner to join our Trust

Time-honored Community Engagement Initiatives, Financial Contributions to 150+ Nonprofits, Scholarships, Paid Time Off

Estate Planning, Tax Law, Probate Law, Trust Law, Asset Valuation, Debt Settlement, Distribution of Assets, Business Development, Communication, Analytical and Problem-Solving Skills

Juris Doctor from an ABA accredited law school

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Qualification and Experience Juris Doctor from an ABA accredited law school

Legal

Jul 18, 2024
Apr 04, 2024
Nov 22, 2023
YES

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Law Firm

Partner

Min 10 yrs required

Full-time

Legal

Apr 04, 2024

Jul 18, 2024

Apr 04, 2024

Profile

Trusts + Estates Attorney/Partner

Warner Norcross + Judd LLP is looking for an attorney with a portable book of business to join our Trusts + Estates Practice Group in one of our Southeast Michigan offices (Detroit, Macomb, Bloomfield Hills).

Responsibilities:

• Developing comprehensive estate plans tailored to clients' specific needs and goals
• Advising clients regarding the tax implications of estate planning and the ability to minimize tax liabilities for clients through strategies like gift and estate tax planning
• Handling the probate process, including court proceedings, asset valuation, debt settlement, and distribution of assets
• Managing and administering trusts, ensuring they operate in compliance with applicable laws and the trust agreement
• Identifying and pursuing business development opportunities with prospective clients

Qualifications:

• Strong foundation in estate planning, tax law, probate law, and trust law
• Experience helping high net worth families and individuals with their estate planning and management needs
• Estate and gift tax complex planning - CRUTS, SLATS, GRATS, FLPs, QPRTs, IDGTs, ILITs
• Experience in Succession planning , fiduciary accounting, will + trust contest, family settlement agreements, and tax preparation
• Excellent communication skills to explain complex legal concepts to clients in a clear and understandable manner
• Able to actively listen to clients’ concerns and goals and then provide legal advice that aligns with their wishes
• Strong analytical and problem-solving skills to assess complex financial and legal situations and devise appropriate solutions
• Precision in drafting legal documents to ensure they accurately reflect clients' intentions and comply with relevant laws
• Handles sensitive and confidential information with the utmost discretion and professionalism

Desired Qualifications:


• Licensed and in good standing to practice law in the state of Michigan
• 10+ years of experience in estate planning, trust and estate settlement, and related tax and corporate matters, preferably in a law firm setting

Salary and Benefits

Warner Norcross + Judd LLP offers a competitive salary and benefits package, commensurate with experience.

About Warner Norcross + Judd LLP

Warner Norcross + Judd LLP is a full-service corporate law firm with 220+ attorneys practicing in nine offices throughout Michigan: Bloomfield Hills, Detroit, Grand Rapids, Holland, Kalamazoo, Lansing, Macomb, Midland and Muskegon. We provide discerning and proactive legal advice to build a better partnership with our clients. To learn more, visit , follow us on Twitter @WNJLLP or connect on LinkedIn or Facebook.

Our Culture

At Warner Norcross + Judd LLP, our cultural motto is “Fun, Pride + that Order”. We believe that if you have fun at work, take pride in the accomplishments of you and your colleagues, that profit will naturally follow. We build A Better Partnership through:

• Teamwork – Warner’s lockstep compensation model encourages teamwork, and distinguishes us from our competitors. Partner and associate salaries are set based upon seniority, not total hours worked, encouraging client legal projects to be routed to the most knowledgeable person in the firm. Our team approach to compensation yields better legal representation for our clients and lays the foundation for a fun culture without internal financial competition. We have a team atmosphere where people like working together and supporting each other.
• Diversity – A diverse group of 30 firm members serve on Warner’s DEI Action Committee and contribute over 2000 collective hours annually to drive diversity, equity and inclusion through initiatives such as firm-wide town hall meetings, employee resource groups and hiring processes. Our DEIAC focuses on Warner’s “one firm” approach that embraces everyone in the firm. We celebrate differences with the same energy we honor our commonalities. When all firm members feel safe being their authentic selves and all barriers to opportunity are eliminated, it’s a better partnership for everyone.
• Balance – Our culture of balanced personal and professional lifestyle allows us to maintain a 94% attorney retention rate. Attorneys throughout Michigan, the region and beyond are choosing Warner as their forever home – and because of our dedicated focus on living balanced lives, our attorneys’ families are fully supporting these important decisions.
• Community – Warner’s time-honored community engagement initiatives include financial contributions to 150+ nonprofits, scholarships and paid time off for all firm members to engage in community initiatives that are meaningful to them.

How to Apply

We appreciate your interest in exploring career opportunities with Warner. To complete an application, click “Apply Now” and create a profile to continue.

EEO Statement

Warner Norcross + Judd LLP is committed to diversity, equity, and inclusion in our workplaces. We are committed to building a firm that reflects the diversity of the clients and communities we serve. We can foster inclusion and equity by moving beyond barriers and rejecting stereotypes based on gender, race, color, religion, national origin, age, disability, sexual orientation, gender identity, and veteran status. The result is a high performing team of professionals providing excellent service to our clients.

Warner Norcross + Judd LLP is looking for an experienced Trusts + Estates Attorney/Partner to join our Trust



Qualification and Experience

Juris Doctor from an ABA accredited law school

Additional info

Visit

Company info
Apply for this Trusts + Estates Attorney/Partner job

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